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Technology Stocks : DELL Bear Thread
DELL 154.64-3.4%Nov 4 3:59 PM EST

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To: Bilow who wrote (2526)7/17/1999 7:59:00 PM
From: Bilow  Read Replies (2) of 2578
 
More EE-Times articles:

Home sales nudge India's PC market toward $1B
The surge in gray-market machines, which are priced significantly lower than competing PCs, undermines predictions that such systems would fall out of favor as more foreign brands entered the market.
techweb.com

HotRail preps switched-fabric K7 core logic
agreement with Advanced Micro Devices Inc. to use the K7 and Alpha buses for an upcoming core-logic product that will support up to eight microprocessors
techweb.com

Linux and server note: I was shocked the other day to see a new game out, available in both Windows and Linux versions...

Uptake for Microsoft OS is slow as Linux enters picture
A scant year ago, Windows NT seemed like a shoo-in to give Unix a run for the money as the operating system of choice for workstations.
techweb.com

Some of you may have been unaware that rambus RIMMs require heat sinks:

Aavid offerings cool off Rambus in-line modules
cooling solutions for the Rambus in-line memory module (RIMM).
techweb.com

Rambus's natural market (i.e. in the absence of any industry bullying) is computers that require a very high bandwidth out of a very small count of memory chips. This is best exampled by the playstation market.

Funny thing, a few years ago, there was a type of memory that gave high bandwidth relative to part count. Called VRAM, it was standard on high end video graphics cards. But they are not available any more. The market niche got replaced with SGRAM, but their sales are relatively small, as compared to what sales of VRAM once were.

The reason for this change is the same thing that will eventually eliminate most of the rambus market as well. Embedded DRAM. Here IBM (who offers both RDRAM and DDR DRAM) is getting out of the "discrete" memory business. But note that they are keeping their embedded business. IBM knows where the technology is headed:

IBM To Exit Chip Venture With Toshiba
The move signals the effective end of IBM's production of commodity DRAMs, with much of IBM's interest shifting to embedded DRAM as a tool in its ASIC offerings.
techweb.com

Those of you who are putting away RMBS shares for a long-term, forget about it, kind of investment are going to get a nasty surprise in about five years. Meanwhile, Rambus's competition, DDR keeps moving forward:

Hitachi samples 256M DDR part
Hitachi Ltd. will sample double-data-rate 256-Mbit DRAMs next month, claiming to be the first DRAM vendor with 256-Mbit DDR parts.
techweb.com

-- Carl
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